News – Candid20Twenty

2024

Last Thursday of the Month Club | Discovery Health Updates and Increases for 2025 | 31 October 2024

Nov 11, 2024 0

For October's Last Thursday of the Month Club we wanted to focus Discovery Health updates and increases for 2025. This is very topical as often members are not aware of the reasoning for annual increases. There are also enhancements to the medical schemes from next year which are discussed.

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2024

Last Thursday of the Month Club | Discovery Insure and Vitality Drive | 26 September 2024

Sep 27, 2024 0

For this month's Last Thursday of the Month Club, we discussed the value of Discovery Insure and Vitality Drive not only for you the client but also for society as a whole. We highlighted the new enhancements and changes coming into effect in the next few months to the Discovery Insure offering.

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2024

Last Thursday of the Month Club | Two-Pot Retirement Reform

Jul 26, 2024 0

For July's Last Thursday of the Month Club we delved into the nitty gritty details of the Two-Pot Retirement Reform coming into effect 1st September 2024. We highlight what the implications would be should you decide to withdraw from your savings pot and whether this decision should be taken lightly.

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What happens to your business and family when you die?

Jul 26, 2024 0

In this presentation Shirley Drummond CFP® FPSA® highlights the importance of business protection and continuity options for business owners should you pass away. This is a brief presentation aimed at creating awareness around financial planning for business owners.

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2024

Last Thursday of the Month Club | Are you maximizing the shared-value from Discovery?

Jun 28, 2024 0

For June’s Last Thursday of the Month Club we decided to dissect your 2023 Discovery Rewards Statement. Are you earning more rewards than “People Like You”? Well you should be. We also discuss the Discovery Bank offering and how to improve your Vitality Money status. Are you maximizing the shared value from Discovery? Let us show you how!

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2024

Last Thursday's Club | Protecting your Family from the Start | April 2024

Apr 26, 2024 0

For April's Last Thursday of the Month Club we decided to focus on a road map for expecting and new parents. We understand that being a new parent or a young family can be overwhelming; we hope that the contents of the presentation will prove useful and take away that feeling of being overwhelmed.

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2024

Last Thursday of the Month Club | International Financial Planning | March 2024

Apr 03, 2024 0

For this Last Thursday of the Month Club we discussed international financial planning opportunities to Discovery clients. Shirley has been recognized as one of Discovery's Top 40 International Advisors. With the world becoming ever more global it is crucial to understand how your family scenario impacts your financial plan - especially if you have children living overseas.

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2024

Last Thursday of the Month Club | February 2024 | Business and Employee Protection

Mar 04, 2024 0

For February's Last Thursday of the Month Club we discussed important details to bear in mind for business owners should they pass away or should they wish to sell their business. We were privileged to have Paul and Marteen Michau from Fidelis Vox share their experiences in the industry. Madelaine Pretorius then shares an incredibly personal story to emphasize the importance of offering group benefits to your employees.

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2024

Last Thursday of the Month Club | Retirement and Tax Efficiency | 25 January 2024

Jan 26, 2024 0

For January's Last Thursday of the Month Club we discussed Pre- and Post- Retirement planning as well as how to maximize on your tax deduction for the tax year. We also explain why Discovery should be your retirement planning partner of choice.

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